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Dealer Studio API Docs

All versions since [2026-06-01]
All versions

[2026-06-01]

Added

Lead Management

  • Added daily follow-up reminder emails for lead assignees to help teams stay on top of outstanding leads (#15145)
  • Added @mention support in lead event notes, with email notifications to mentioned team members (#15100)
  • Added a Mark Complete modal for managing next follow-up completion flow (#15224)
  • Added Remarketing Legend AI plugin for automated bulk SMS follow-up campaigns (#15344)

Customer Communication

  • Added a notes button to SMS conversation view for quick reference (#15248)
  • Added safe mode toggle to the AI SMS Bot for controlled response handling (#15072)
  • Added follow-up date reminder to standard SMS layout (#15199)
  • Added blocked emails list to prevent unwanted communications (#15353)

Stock Management

  • Added stock number overlay UI for car photo transformations (#15105)
  • Added year and Redbook code fields to stock image sets bulk edit (#15146)

Finance & Deals

  • Added bilateral contract signature support (#15308)
  • Added AI-powered finance qualification journey flow (#14936)

Appointments

  • Added ability to modify appointment time on existing bookings (#15319)
  • Added signature field to loan car agreements before distribution (#15081)
  • Added loaner car integration for Denza (#14955)

Marketplace & Feeds

  • Added Facebook Domain Verification support to the Plugins screen (#15260)
  • Added trial period support for plugins (#15235)

Website & Content

  • Added custom path aliases for shortlinks (#15115)
  • Added a new AI-powered Module Builder for website content (Part 1) (#15107)
  • Added feedback notes for the Content Legend page and blog editor (#15138)
  • Added dealer bulletins feature (#15186)

Reports & Analytics

  • Added time range selector to the analytics section (#15355)
  • Added demo vehicles to the dealer activity report (#15341)
  • Added reportable orders section to reporting (#15301)
  • Added stats overview to the calendar page (#15275)

Settings & Administration

  • Added Account Manager global RBAC role (#15261)
  • Added OEM sidebar search for manufacturer admin pages (#15227)
  • Added automatic invite sending when adding OEM users (#15117)
  • Added CSV tag column support for bulk contact import (#15201)

Changed

Lead Management

  • Improved lead cluster view loading performance by moving to a dedicated endpoint (#15362)
  • Improved lead kanban status query performance via optimised ClickHouse grouping (#15348)

Customer Communication

  • Improved AI Responder accuracy by adding an inventory guardrail to its prompt (#15170)
  • Improved AI follow-up scheduling to trigger when creating bulk SMS campaigns (#15342)

Stock Management

  • Improved feed import safety to prevent inventory being wiped when stock numbers are missing from a feed (#15354)
  • Improved car thumbnail display for stock with number plates or background blur (#15322)
  • Improved colour dropdowns to correctly show feed-assigned colours (#15220)

Finance & Deals

  • Improved offer update performance (#15358)
  • Improved Xero invoice handling (#15273)

Marketplace & Feeds

  • Improved marketplace dashboard to show Form Leads instead of Unique Contacts for more accurate reporting (#15245)
  • Improved catalogue feed labels to include dealership and sales location names (#15336)

Website & Content

  • Improved website page load speed through enhanced caching (#15097, #15291)
  • Improved dealership settings search for faster navigation (#15295)

Reports & Analytics

  • Improved team analytics accuracy using the leads_present attribute (#15329)

Settings & Administration

  • Improved API key permissions security (#12751, #15352)

[2026-06-08]

Added

Lead Management

  • Added an Active Leads manager view to the Lead Clusters pipeline for a real-time summary of in-progress leads (#15483)
  • Added a tasks table directly on the lead cluster page so all tasks are visible at a glance (#15581)
  • Added lead-task notifications to the bell icon so staff are alerted when tasks are assigned or due (#15479, #15478)
  • Added dealership-level activity report so individual dealers can track their own performance (#15624)

Customer Communication

  • Added AI summary and expandable call transcript for phone recordings on the lead cluster (#15377)
  • Added event-driven notifications for payment requested and payment received events (#15370)

Stock Management

  • Added automatic stock number overlay applied to hero photos on vehicle ingest (#15490)
  • Added machinery category and subcategory labels for improved classification of machinery listings (#15321, #15504)

Finance & Deals

  • Added reverse DAP (Drive Away Price) calculator so staff can work backwards from a target price (#15584)
  • Added nullify action for payments and payment holds to allow clearing erroneous payment records (#15605)
  • Added quantity support on custom line items in quotes and contracts (#15414)

Appointments

  • Added loan car e-signature flow with retry logic and email confirmation (#15258)
  • Added ability to search for loan cars by registration number (#15369)

Website & Content

  • Added unregistered vehicle permit support (#15448)

Reports & Analytics

  • Added AI SMS usage analytics page for admin staff (#15586)

Settings & Administration

  • Added a button to create custom roles directly from the access control page (#15603)
  • Added permission to control which users can download invoices (#15482)
  • Two-factor authentication is now required to generate contracts and invoices (#15622)

Changed

Lead Management

  • Improved lead cluster timestamps to update correctly when a sales contract is restored (#15593)
  • Improved the auto Next Follow Up toggle with a descriptive hint and info sheet (#15585)
  • Improved the Lead Clusters to Sales Funnel graph UI for clearer visualisation (#15481)
  • Search settings now save independently per accordion section (#15588)

Customer Communication

  • Improved bulk SMS CSV column mapping with additional shortcode support (#15390)
  • Fixed SMS conversation thread to correctly include outgoing campaign messages for contacts with existing lead clusters (#15437)
  • Improved call recording handling for Caffeinate/CallTrk direct MP3 URLs (#15596)

Stock Management

  • Improved caravan spec saving so all fields persist correctly from the Caravan Specs tab (#15515)
  • Made the stock number overlay process resumable after a partial failure (#15506)
  • Improved comment template cache invalidation with UI indicators showing template status (#15382)

Finance & Deals

  • Improved handling of demo vehicle contracts including dealer delivery and LCT calculations (#15393, #15397, #15422)
  • Improved bilateral signature badge display (#15428, #15430)
  • Improved QLD CTP cost accuracy (#15401)

Appointments

  • Improved service bookings display in the calendar view (#15537)
  • Updated calendar entries to show the vehicle model on pending test drive cards (#15372)

Settings & Administration

  • Improved settings menu load speed (#15571)
  • Improved two-factor authentication error handling and badge display (#15570, #15551)
  • Requiring a password to disable two-factor authentication for better account security (#15575)

General

  • Improved overall search performance by moving Postgres search queries to the read replica (#15527, #15568)

[2026-06-17]

Added

Lead Management

  • Added AI call grading with grade chip, KPI breakdown, and call quality filters on the lead cluster phone call panel (#15765, #15892)
  • Added appointments to the tasks board so scheduled appointments are visible alongside other tasks (#15764)
  • Added bulk SMS campaign follow-up management to the Follow-up Rules page (#15343)

Customer Communication

  • Added new SMS shortcodes for preferred service department address and phone number (#15663)
  • Improved SMS UI to clearly distinguish lead messages from actual SMS messages (#15739)

Stock Management

  • Added machinery-specific fields including hours column for machinery inventory (#15627)
  • Added TikTok automotive inventory feed for vehicle listings (#15776)
  • Added ability to edit Redbook details directly on a Car Lead Cluster (#15875)

Finance & Deals

  • Added ability to split websites across multiple invoice lines (#15901)
  • Added order message display to the UI and exposed open lead cluster link on sales contracts (#15918, #15727)

Appointments

  • Added setting to disable appointment confirmation SMS at the LMS level (#15763)

Marketplace & Feeds

  • Added TikTok Pixel and Conversions API configuration for dealer websites (#15836)
  • Improved Autotrader capped-feed sync reliability and fixed compare listings timeouts (#15693, #15698)

Website & Content

  • Added AI chat panel to the journey flow editor (#15497)
  • Added 4-column layout option to the Cars website component (#15844)

Reports & Analytics

  • Added VFACTS report to the analytics downloads section (#15804)
  • Added analytics to the test drives page with totals graph (#15650, #15653)
  • Updated Weekly Lead Clusters and Orders analytics module to daily view with week-over-week toggle (#15742)
  • Improved manufacturer activity and dealership activity reports (#15713, #15692)

Settings & Administration

  • Added audit trail to dealership plugins so plugin changes are tracked over time (#15923, #15700)
  • Added Autograb SSO dealership mapping table for single sign-on setup (#15705)
  • Improved OEM bulletins display and added dealership staff contacts to Account Info settings (#15928, #15843)

General

  • Improved kanban board animation and significantly faster data loading (#15898, #15866)
  • Made the login process faster (#15803)

Changed

Lead Management

  • Improved OEM-level lead cluster filtering (#15839)
  • Improved scroll restoration when navigating the lead management system (#15696)

Customer Communication

  • Improved SMS push notification reliability — fixed silent failures on customer replies (#15697, #15734)
  • Fixed appointment SMS sign-off no longer shows ‘System User’ as sender (#15777)

Stock Management

  • Improved Carsales machinery field mapping on import with taxonomy opt-in (#15915)
  • Improved Redbook catalogue data sync on cached VIN lookups (#15745)

Website & Content

  • Improved image alignment and lazy loading across the website editor (#15862, #15825)

Reports & Analytics

  • Improved report history display for leads analytics (#15725)

Settings & Administration

  • Improved plugin pricing display on plugin cards and expected invoices (#15658, #15641)
  • Improved Carsales leads distribution and leads page display (#15808, #15729)

[2026-06-18]

Added

Lead Management

  • Added automated task types with event-driven synchronisation for more flexible task workflows (#15899).
  • Added manager notifications to the lead task bell for new task activity (#15861).
  • Added failed lead distribution tracking (#15996).

Reports & Analytics

  • Added loan car and appraisal usage graphs to the mobile analytics dashboard (#15943).
  • Added AI-generated badge to appointment stats (#15968).

Stock Management

  • Added additional vehicle fields (hours, operating weight, transmission type) to the car data export (#15944).
  • Added ability to bulk update car location across multiple vehicles (#15967).

Marketplace & Feeds

  • Added custom port support for SFTP and FTP feed accounts (#15945).
  • Added option to exclude price fields from Titan feeds (#15990).

Finance & Deals

  • Added deal log at the dealership group level (#15953).

Website & Content

  • Added Editor.js custom block types to Model and ModelVariant pages (#15900).

Settings & Administration

  • Added TursoService provisioning endpoint for My Garage databases (#15200).
  • Added Hawaii (Pacific/Honolulu) timezone option to dealership settings (#15751).
  • Added AI Helper support for tune customisation (padding, background, text colour) (#15974).

Changed

Lead Management

  • Improved LMS tagging functionality (#15978).
  • Improved manufacturer leads page performance significantly (#15970).
  • Improved lead cluster timing display accuracy (#15976).
  • Updated mobile app lead cluster update to support car lead cluster attributes (#15988).

Customer Communication

  • Moved SMS volume settings to a dedicated SMS settings page for easier management (#15969).
  • Improved timestamp formatting in SMS message responses (#15981).
  • Improved push notification delivery reliability (#15998).

Stock Management

  • Improved the stock image set creation workflow (#15987).

Marketplace & Feeds

  • Improved car export webhook logging to capture response body and failed status (#15986).

Website & Content

  • Improved image compression with AVIF format support for faster page loading (#15824).
  • Blog bulk clone now correctly populates featured image and publish date (#15964).
  • Added warning when a search page template slug already exists (#15952).

Settings & Administration

  • Simplified new vehicle order configuration by removing the order category field (#15950).

[2026-06-19]

Added

Reports & Analytics

  • Added staff page view activity stats to the analytics dashboard (#16021).
  • Added location breakdown to analytics drilldown views (#16005).

Lead Management

  • Managers can now view all dealership tasks on the Tasks screen (#15972).

Settings & Administration

  • Dealership onboarding forms now include a Trading Name field with ABN lookup (#15985).

Website & Content

  • Added custom sections editor to Model and ModelVariant pages (#15982).

Changed

Settings & Administration

  • New OEM navigation is now enabled by default for all dealerships (#16035).

Customer Communication

  • SMS alert notifications now respect per-user notification preferences (#16023).

Reports & Analytics

  • Improved dashboard chart layout to prevent overflow scrolling (#16012).
  • Improved report field visibility across all dealership configurations (#15991).

Stock Management

  • Improved Redbook code validation for vehicle variants (#16000).

Appointments

  • Improved test drive app stability (#16001).

Website & Content

  • Improved save feedback when using the AI Content Helper (#16015).

[2026-06-22]

Added

Finance & Deals

  • Added additional validation checks to sales contracts to prevent incomplete submissions (#16068).

Customer Communication

  • Added a button to resend dealer notification emails (#16095).

Changed

Lead Management

  • Improved the lead cluster timeline display (#16094).
  • Notifications are no longer sent when a lead cluster has already been assigned (#16096).
  • Leads can now be forcefully re-sent to integrations when manually triggered (#16086).

Finance & Deals

  • Improved the flow and usability of the sales contract builder, and optimized the send-for-signature workflow (#16062, #16083).

Customer Communication

  • Improved outbound dealer emails and valuation lead notification emails (#16088, #16090).

Stock Management

  • VIN allocation list for Denza dealers now shows days old and car type for each vehicle (#15999).
  • Improved valuation lookup speed and accuracy (#16061).
  • Improved descriptions for matched valuation rules (#16089).
  • Improved loading performance for vehicle model pages (#16087).

Settings & Administration

  • Improved performance of the Xero billing endpoint (#16093).

[2026-06-22-2]

Added

Lead Management

  • Phone calls can now automatically assign an unassigned lead cluster when a matching lead is found (#16131).

Website & Content

  • Website redirects can now be bulk-imported via CSV upload (#16102).
  • Content Briefs: a new tool for managing AI-generated content drafts from the dashboard (#16008).
  • Lead category select added as a new field type in the Form Builder editor (#16100).
  • Websites now support a secondary Google Tag Manager (GTM) ID (#16127).

Reports & Analytics

  • Added Quarter to Date and Last Quarter date presets to analytics date pickers; week start corrected to Monday (#16103).

Settings & Administration

  • Titan employee ID field added to team member profiles (#16029).
  • Appraisers can now be linked to a Dealer Studio user account (#16122).

Changed

Lead Management

  • Alerts are no longer sent for leads that only partially completed a form (#16126).
  • Updated the LMS Notification Bell label and added an information sheet (#16099).

Customer Communication

  • Improved reliability of confirmation SMS delivery (#16112).

Stock Management

  • Photo revert-to-original now correctly restores the image when AI editing effects have been applied (#16137).
  • Improved vehicle listing URL handling for slugs that previously matched spam-filter patterns (#16120).
  • Improved accuracy of the Meilisearch index when a dealership reindex is triggered (#15993).
  • Relaxed plate number validation for Servco dealerships (#16003).

Website & Content

  • Improved page cloning reliability when a bulk copy session is active (#16106).

Settings & Administration

  • Autograb account linking now uses a consolidated record supporting both primary and secondary dealer codes (#16105).

[2026-06-23]

Added

Lead Management

  • Lead cluster status pill now shown in the SMS conversations list for at-a-glance context (#16179).

Customer Communication

  • KGM added as a supported incoming email service via the AI mailbox (#16163).
  • AI SMS Bots: Sales Legend now supports per-location gating, a marketplace notice, and multi-location reporting (#16107).
  • Outbound AI draft creation and send gating now supported via a new draft model and policy layer (#16174).

Stock Management

  • Vehicle hierarchy view added to the stock management interface (#16162).
  • Brochure download added as a recognised lead subcategory for tracking (#16156).

Marketplace & Feeds

  • Marketplace phone numbers dashboard added for aggregators (#16167).
  • Revolution DMS email file attachments are now accepted and processed (#16185).

Reports & Analytics

  • Automated billing summary added to the account manager page (#16177).

Settings & Administration

  • Plugins can now be restricted to Dealer Studio-managed websites only (#16169).
  • Dealerships now receive an email notification when a plugin is installed on their account (#16172).
  • Audit trail added to Carsales accounts (#16165).
  • VDP tracking numbers can now be deployed from the Locations Index with one-click setup (#16138).

General

  • ChatGPT added as a recognised lead marketing source (#16141).
  • en-US locale support added for odometer units and date formatting (#16024).

Changed

Lead Management

  • Improved contact edit screen data completeness for Denza dealers (#16110).

Stock Management

  • Improved performance of the job that removes sold cars from search (#15930).
  • Hardened the Meilisearch reindex synchroniser against transient failures (#16184).
  • Resolved duplicate photo creation for Carsales app-managed dealerships (#16181).
  • Improved similar cars relevance scoring algorithm (#16158).

Finance & Deals

  • Improved invoice PDF layout to prevent text overlap; invoices now support notes (#16145).

Settings & Administration

  • Improved user category management (#16161).
  • Improved sign-in error handling for clearer feedback (#16160).

General

  • Improved manufacturer and used car filtering in stock feeds (#16186).

[2026-06-24]

Added

Customer Communication

  • Chat history UI added — browse past sessions, resume conversations, and see the page URL where a chat originated (#15638).
  • AI SMS cost estimates added for monitoring messaging spend across bots (#16175).

Lead Management

  • Task notification bell now updates in real-time via a new lightweight endpoint (#16189).

Finance & Deals

  • Pagination added to the Checkouts screen for easier browsing of large lists (#16208).
  • Orders target added to dealership benchmarks (#16195).

Stock Management

  • Image field added to the public model variants API response (#16113).

Settings & Administration

  • Audit trail added to the Plugin model, tracking who made changes and when (#16228).
  • Autograb SSO token generation endpoint added, enabling seamless single sign-on between Autograb and Dealer Studio (#16135).

Changed

Lead Management

  • Ford lead import reliability improved (#16203).

Marketplace & Feeds

  • Marketplace phone dashboard now shows a Dealership column and a total phone numbers summary (#16199).

Website & Content

  • Special offers tool filters converted to multi-select for more flexible content filtering (#16194).
  • Page and blog editor no longer double-fetches content on direct navigation (#16226).

Reports & Analytics

  • Drilldown report download stability improved (#16224).

Settings & Administration

  • Plugin audit trail now visible to managers (#16201).
  • Notification creation form improved with better field layout and validation (#16198).
  • User dealerships dropdown now sorted alphabetically (#16155).

[2026-06-25]

Added

Customer Communication

  • Dealership setting to automatically create lead events when SMS or email messages are sent (#16032).
  • AI-powered automatic classification of phone call lead categories, with a manager review workflow for confirming or adjusting the result (#16229).

Appointments

  • Appointments now automatically create a Book Test Drive lead when no existing lead is associated (#16178).

Stock Management

  • Caravan specification fields (body length, GVM, tare weight, sleeping capacity, and more) now mapped from UBS feeds (#16225).
  • Mobile API support for requesting trade-in photos via SMS (#15210).

Website & Content

  • Real-time status tracker for page clone jobs, plus support for section images and instructions when cloning content (#16213).
  • Carousel display toggle added to the Cars block in the website editor (#16219).

Settings & Administration

  • Admin metrics dashboard for the AI help sidebar, covering usage statistics, search activity, and chat session data (#16223).
  • Per-user permission overrides allowing individual staff members to have specific permissions that supersede their role defaults (#16114).
  • Email notifications sent when a dealership’s account manager is assigned or changed (#16233).

Changed

Lead Management

  • Mobile app now exposes last activity timestamp on stock lead clusters (#16257).

Stock Management

  • Stock rule compliance flags are now automatically cleared when a vehicle meets all requirements (#16230).

Finance & Deals

  • Finance provider definition changes now propagate automatically to live dealership sites (#16117).

Marketplace & Feeds

  • AutoTrader listings now use variant/badge as fallback for trim line when the trim field is blank (#16249).
  • Enhanced audit trail for Carsales account activity (#16231).

Website & Content

  • Improved page slug loading performance (#16239).

Settings & Administration

  • Plugin deactivation behaviour improved (#16261).
  • Branding & Access form now preserves all dealership settings when saving (#16253).

General

  • Login flow updated to use the single-page application for a faster, more seamless experience (#16247).

[2026-06-26]

Added

Lead Management

  • Follow-up tasks are now automatically created and assigned to the responsible user when a Next Follow Up is set (#16272).

Customer Communication

  • Chery manufacturer leads are now automatically ingested and processed via the AI mailbox (#16300).
  • AI SMS Bots can now be configured with a Sales or Buying legend type, enabling specialised response behaviour per bot context (#16130).

Stock Management

  • Decal colour type added to vehicle colour options, with support for multi-colour combinations (#16279).
  • Custom vehicle health score weights can now be configured per dealership through a dedicated settings page (#16191).

Finance & Deals

  • The Mark as Sold dialog now includes an optional field to associate the buyer with an existing customer record (#16281).

Website & Content

  • New search page templates supporting item_type and car_type/item_type configurations for more flexible catalogue pages (#16288).

Settings & Administration

  • Autograb SSO integration now supports token redemption for seamless single sign-on from Autograb into Dealer Studio (#16205).

Changed

Lead Management

  • Lead search now uses cursor-based pagination, improving performance and consistency for large datasets (#16192).
  • Attachment file links in lead details now resolve correctly (#16214).

Customer Communication

  • The AI SMS Bot setup form now filters out lead sources that are not eligible for AI responses (#16266).
  • AI chat send button now works correctly across all website routes (#16269).

Stock Management

  • Vehicle sale records now default the buyer to the linked user of the appraiser who conducted the valuation (#16265).
  • Manual edits to Before Price are now preserved and no longer overwritten by automated pricing rules (#16262).
  • Appraiser employee IDs now resolve to linked Dashboard users, with historical records backfilled (#16133).
  • Improved error messages in the Allocate VIN dialog (#16295).

Marketplace & Feeds

  • Ezytrail vehicles now use feed-based AutoTrader listing IDs for accurate marketplace attribution (#16294).

Appointments

  • Appointment notification emails redesigned with improved formatting and additional context (#16280).

Website & Content

  • Website deployment process improved for faster and more reliable publishing (#16287).
  • Website breadcrumb navigation updated for clearer hierarchy (#16286).

Settings & Administration

  • DS Staff users can no longer modify accounts of other global staff members (#16303, #16306).
  • The Enforce Two-Factor Authentication setting is now restricted by a custom permission (#16290).
  • Plugin settings sheet now displays the dealership override price as helper text (#16264).

General

  • Dropdown option labels now display correctly in dark mode on Windows (#16284).

[2026-06-27]

Added

Website & Content

  • Added a loading animation when a site rebuild is triggered, providing clearer feedback during the process (#16296).

Changed

Appointments

  • Test drive form updated with an improved layout, clearer timeline, updated disclaimer presentation, and better assignee information (#16316).

Reports & Analytics

  • Improved dealership activity filtering accuracy (#16317).

Stock Management

  • Improved stock data reliability for certain dealer configurations (#16324).

Settings & Administration

  • Restored the Dealer Studio branding logo in outgoing email templates (#16326).

General

  • Clearing a select field now works correctly across all form contexts (#16323).
  • File upload errors now surface clearer feedback messages (#16318).

[2026-06-28]

Added

Settings & Administration

  • OEM data consent opt-in dialog added, allowing dealerships to configure data sharing preferences directly from the platform (#16335).

Changed

Lead Management

  • Client-side lead form validation improved, providing clearer feedback when required fields are incomplete or incorrectly formatted (#16332).

Appointments

  • Mobile test drive list loading speed improved (#16328).

Stock Management

  • Vehicle catalogue data loads faster with improved caching for vehicle ID lookups (#16345, #16337).
  • Vehicle record exports now process in the background, keeping the page responsive during large exports (#16331).

Marketplace & Feeds

  • GMB profile deletion now processes in the background for a more responsive experience (#16329).

Reports & Analytics

  • VFACTS report loading reliability improved (#16348).

General

  • Notification panel loads faster with improved query performance (#16352).
  • Settings menu display improved (#16334).

[2026-06-29]

Added

Lead Management

  • AI Lead Status filter added to lead cluster search, enabling quick filtering by AI-assessed lead quality (#16297).
  • Traffic light indicator now shows a red outline state to highlight upcoming lead actions that are due soon (#16301).
  • Additional contact fields are now visible on the contact detail view (#16354).

Appointments

  • Marketing source can now be recorded during the test drive flow, improving marketing attribution (#16356).

Customer Communication

  • Call recording is now enabled for WildJar transfer actions (#16369).
  • Event notifications can now be filtered by location, with improved handling of unsupported notification mediums (#16299).

Stock Management

  • Valuation requests can now be submitted and managed from within the platform (#16346).

Website & Content

  • Vercel deployment build logs are now viewable from within the platform (#16367).
  • Journey flow editor nodes and edges now display live analytics badges, showing engagement data inline (#15962).
  • AI-powered content brief generation can now be scheduled on a recurring basis for content legends (#16164).

Settings & Administration

  • Dealerships can now configure a toggle to automatically assign incoming phone calls to the relevant team member (#16373).

General

  • Help sidebar now supports thumbs up/down feedback on AI chat responses (#16227).

Changed

Lead Management

  • Mobile manual leads are now automatically assigned to the logged-in user at the time of creation (#16355).

Customer Communication

  • AI follow-up SMS messages are now created as drafts (rather than sent immediately) when a dealership has Safe Mode enabled (#16218).
  • Bulk SMS character counter now accurately reflects limits for promotional message types (#16372).

Stock Management

  • Service-related vehicle fields are now stored directly on the vehicle record for improved data consistency (#16293).
  • Dealer comments now prepend correctly even when the existing comments field is empty (#16307).

Appointments

  • Appointment editing experience improved with expanded controls and a better layout (#16347).

Website & Content

  • Page editor FAQ block and email content handling improved (#16292).

Settings & Administration

  • AI Call Grading plugin free trial option removed (#16374).

General

  • Help sidebar header redesigned for a more compact layout (#16289).
  • Reconnect button in the platform toolbar now only appears when a connection issue is detected (#16375).

[2026-06-30]

Added

Customer Communication

  • SMS Overview: a new dedicated view for AI handover activity, now live with its data layer, quick-reply pipeline, read API, and placeholder page (#16319, #16320, #16321).
  • Draft SMS messages can now be reviewed and approved directly within the lead conversation before sending (#16222).

Appointments

  • Appointments now support an optional secondary assignee (#16381).

Finance & Deals

  • Driveaway pricing now includes a calculation date on both the pricing page and the API response (#16383, #16386).
  • Cancellation flow for delivered Denza contracts is now supported (#16283).

Website & Content

  • AI chat is now available within the generic page editor (#16304).
  • Promotional cards in search configuration can now be toggled to show on the vehicle detail page (#16377).

Settings & Administration

  • Passkey (WebAuthn) authentication is now available as a third two-factor authentication option (#16362).
  • Admin metrics now includes a feedback tab showing ratings on AI chat sessions (#16359).

Stock Management

  • Website subscriptions now support per-location stock type filtering (#16387).

Changed

Finance & Deals

  • Government charge rates updated for QLD CTP and VIC/SA rules, effective 1 July 2026 (#16392, #16333).
  • Charge rule timezone calculations now correctly reflect Brisbane time (#16398).

Stock Management

  • Model colour hex codes are now optional when a colour image is already present (#16385).
  • Appraiser employee IDs are now mapped to car buyer records across all dealerships, including Titan FTP feeds (#16305).

Customer Communication

  • Bulk SMS contact uploads now correctly preserve existing marketing opt-in settings (#16396).

Marketplace & Feeds

  • Ford lead exports now only include leads with a valid Ford dealer code (#16263).
  • Ford lead names are now exported to Podium using first name only (#16391).

[2026-07-01]

Added

Customer Communication

  • Dismiss button added to SMS Overview awaiting-reply cards (#16435).

Website & Content

  • AI content helper in the page editor replaced with a persistent streaming chat sidebar (#16376).
  • Modal toggle added to the Brands Block editor component (#16425).

Stock Management

  • Encrypted Redbook code field now available on the car view API endpoint (#16452).
  • Pricing and descriptive fields now exposed on Snowy River model data (#16394).

Settings & Administration

  • Account Manager selector added to the dealership onboarding form (#16436).
  • Content Legend usage monitoring page added for admin staff (#16349).

Changed

Finance & Deals

  • Government charge plate fees updated for ACT, VIC, and SA (#16450, #16441, #16443).
  • VIC admin costs updated (#16451).
  • Offers now display their “Created By” date in Australian time (#16420).
  • Improved PDF generation for billing documents (#16453).

Stock Management

  • Edited catalogue fields are now preserved when saving a vehicle (#16429).
  • Improved vehicle export reliability, preventing comment template text from duplicating (#16393).

Settings & Administration

  • Dealer portal action buttons replaced with descriptive cards for improved clarity (#16431).
  • Two-factor authentication usability improved on mobile devices (#16440).
  • Loading indicator added when switching to another user’s account (#16401).

[2026-07-02]

Added

General

  • Personal “My Dashboard” view with a My Tasks panel, giving each user a quick overview of their outstanding tasks (#16468).
  • AI chat assistant now surfaces relevant knowledge base article links and in-app navigation shortcuts (#16432).

Appointments

  • Loan car bookings now support scheduling a future start time (#16442).
  • Test Drive and Loan Vehicle activity reports now available in the mobile view (#16472).

Finance & Deals

  • PPSR certificates can now be regenerated directly from the vehicle page (#16467).
  • Angle finance payment adjustments are now configurable per dealership (#16379).

Marketplace & Feeds

  • Silicon Stack FTP export schema added for stock distribution (#16399).

Settings & Administration

  • Dealership creation step added to the onboarding form completion flow (#16464).
  • Failed login attempts are now tracked for security monitoring (#16124).

Customer Communication

  • AI Call Grading now supports adjustable KPI weights and fully custom KPIs (#16395).

Changed

Finance & Deals

  • Government charge rates updated for ACT and NSW (#16454, #16483).
  • RDA form improved for cleaner data entry (#16485).

Appointments

  • Rapid form submissions no longer create duplicate appointments (#16461).

Customer Communication

  • Awaiting-reply status is automatically cleared on do-nothing actions, and capped at 30 days (#16459).
  • Next scheduled follow-up SMS now appears as an approvable draft in the conversation (#16430).

Lead Management

  • Lead update error messages improved for better clarity (#16474).
  • Improved reliability when viewing car leads (#16422).

Stock Management

  • Custom vehicle attributes now included in the search index (#16446).

Marketplace & Feeds

  • Facebook removed from Smart Publisher destination options (#16448).

Reports & Analytics

  • JourneyFlow funnel chart updated with improved visualisation (#16456).

Settings & Administration

  • Dealer portal active switch reliability improved (#16484).

General

  • Main navigation sidebar redesigned with a quick links hub (#16382).

[2026-07-03]

Added

Lead Management

  • Unactioned leads can now be automatically reassigned after a configurable time window (#16370).

Reports & Analytics

  • Call Grading Analytics dashboard added for managers, powered by a ClickHouse data pipeline (#16509).

Appointments

  • Scheduled loan car start times are now accessible from the mobile app (#16471).

Changed

Lead Management

  • Lead traffic-light outline circle is now coloured by recency and includes a calendar icon; legend simplified (#16475, #16490).

Customer Communication

  • AI SMS bot in Safe Mode now saves suggested replies as approvable drafts before sending (#16482).
  • AI SMS bot activity legend improved for dark mode display (#16494).

Stock Management

  • Tags now display correctly in the bulk upload recent uploads table (#16505).
  • Per-location stock filtering improved with index-safe grouping for better performance (#16434).
  • Caravan stock exports now fall back to the ‘Caravan’ category when the field is blank (#16507).

Finance & Deals

  • Improved reliability when changing sales contract dates (#16501).
  • VWF finance rates are now configurable via the Finance Provider Definition (#16388).

Settings & Administration

  • Tasks Dashboard improvements including better rollup and display of location and website tasks (#16499).
  • Model variant audit trail now captures more detailed change history (#16496).
  • Dealership users page improved (#16493).
  • Dealership changelog page improved (#16495).

General

  • JourneyFlow AI chat upgraded to GPT-5.1 for improved conversational quality (#16503).
  • JourneyFlow anchor-node picker interaction improved (#16504).

[2026-07-05]

Changed

Lead Management

  • Improved lead cluster webhook update reliability (#16537).

General

  • Improved pagination display consistency across the platform (#16540).

[2026-07-06] Latest

Added

Lead Management

  • Staff introductions can now be logged from the mobile app on lead events, including logging several at once (#16565).

Customer Communication

  • Unanswered parts messages now automatically fall back to service staff (#16596).

Finance & Deals

  • Added a check that catches inconsistent financial figures before a sales contract can be downloaded or sent for signature (#16550).

Appointments

  • New weekly email report summarising loan car and test drive activity (#16479).

Settings & Administration

  • Added audit trail history for SMS templates (#16582).

Changed

Lead Management

  • Leads and lead clusters now retain their original location history after that location is deleted (#16548).

Finance & Deals

  • Improved sales contract PDF logo rendering (#16585).

Customer Communication

  • Improved AI reply fallback handling for SMS conversations (#16506).

Marketplace & Feeds

  • AutoTrader exports now include comment template placeholder images for vehicles without uploaded photos, when enabled (#16569).

Settings & Administration

  • Plugin logos are no longer cleared when saving the plugin form (#16577).
  • Added further Xero account code options and display of when automated invoicing was enabled (#16578).
  • Added loading feedback when resending an invite, and removed duplicate success notifications when updating an API key (#16567).